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Organizer setup and options

Organizer delivery options

Follow these steps to select an organizer and mass re-assign client delivery methods.
  1. Select
    Setup
    , then
    Client Communications
     for individual clients. For multiple clients, select
    Utilities
    , then
    Reassign Clients
    .
  2. Select an option from the dropdown list in the Organizer Delivery column:
    • Paper
      : Create a printed client organizer that you can send to your client via postal mail. The client then completes the organizer by hand and mails or faxes it back to your firm.
    • Email (PDF)
      : Send a client organizer in Portable Document Format (PDF) to your client as an attachment to an email message. The client can complete the organizer by hand and can then return the completed organizer by postal mail, fax, or email attachment.
    • File (PDF)
      : Create a client organizer in PDF and store it in a specified location. You can then provide this file to your clients via any file storage medium, such as a USB drive, CD-ROM, or any cloud-based platform.
    • Web
      : Send a web-based client organizer via a secure NetClient CS portal. Your client accesses the web organizer using a link and password that you provide via an automated email message from UltraTax CS. The client can then enter the appropriate information in the web organizer forms and attach additional files, if needed. After the client submits the completed organizer, you can retrieve the web organizer data and import it into the client's return in UltraTax CS.
    • Web - Print Only
      : Create a client organizer in PDF to provide to your client via NetClient CS. This option is not available if you use Onvio Client Center portals.
    • None
      : Disable the organizer delivery altogether.
    note
    When printing one client at a time, you can override delivery preferences in the Print Organizers window. When printing items for multiple clients, UltraTax CS processes each organizer according to the individual delivery preference selected in the Client Communications window.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Organizer

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